SUREVEST, LLC – iShares Morningstar Value ETF Transaction History
SUREVEST, LLC portfolio value:
$6.96M
portfolio value
SUREVEST, LLC quarter portfolio value change:
-6.49%
quarter
iShares Morningstar Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.41% | -4.35K shares | -746K | $56.47 | 123.33K |
| Q2 2022 | share | Increase | +2.46% | 3.06K shares | -836K | $60.39 | 127.68K |
| Q1 2022 | share | Increase | +1759.47% | 117.92K shares | 8.08M | $68.58 | 124.62K |
| Q4 2021 | share | Increase | 0.00% | 6.70K shares | 466K | $69.61 | 6.70K |